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A.O. Smith

621 hedge funds and large institutions have $7.14B invested in A.O. Smith in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 210 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-29
Holders Change %
-4.46%
% of All Funds
8.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
88
Increased
210
Reduced
258
Closed
103
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
351
Vident Advisory
Georgia
$524K -$1.16M -17,698 -69%
Daiwa Securities Group
352
Daiwa Securities Group
Japan
$522K -$583K -8,896 -53%
HSA
353
HBK Sorce Advisory
Pennsylvania
$518K -$25.6K -391 -5%
CGH
354
Crossmark Global Holdings
Texas
$517K -$21K -321 -4%
ANBT
355
American National Bank & Trust
Texas
$514K -$59.3K -905 -10%
PIM
356
Plato Investment Management
Australia
$513K
SCM
357
Sterling Capital Management
North Carolina
$504K +$72.5K +1,106 +17%
GWP
358
Gen-Wealth Partners
Michigan
$496K -$5.64K -86 -1%
VF
359
Virtu Financial
New York
$478K -$208K -3,172 -30%
Aberdeen Group
360
Aberdeen Group
United Kingdom
$476K -$101K -1,539 -17%
Kovitz Investment Group Partners
361
Kovitz Investment Group Partners
Illinois
$476K +$84.5K +1,288 +22%
DTL
362
Dynamic Technology Lab
Singapore
$475K +$475K +7,239 New
SS
363
SBI Securities
Japan
$474K -$9.44K -144 -2%
SB
364
Simmons Bank
Arkansas
$472K
AC
365
AXQ Capital
New Jersey
$471K +$471K +7,190 New
Aviva
366
Aviva
United Kingdom
$470K -$126K -1,925 -21%
FAIM
367
Financial Advocates Investment Management
Washington
$462K +$11.5K +175 +3%
LWAM
368
Legacy Wealth Asset Management
Minnesota
$458K +$458K +6,991 New
TSMHT
369
Thurston Springer Miller Herd & Titak
Indiana
$457K +$77.4K +1,181 +20%
SQA
370
Simon Quick Advisors
New Jersey
$457K +$58.8K +897 +15%
HIMCH
371
Hartford Investment Management Co (HIMCO)
Connecticut
$451K -$23.1K -352 -5%
QWM
372
Quadcap Wealth Management
Texas
$450K +$3.87K +59 +0.9%
GI
373
Gradient Investments
Minnesota
$448K
MFS
374
Mattson Financial Services
Michigan
$448K
SOW
375
State of Wyoming
Wyoming
$447K +$447K +6,822 New